ARGFX Mutual Fund

ARGFX Mutual Fund

NAV$80.27
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Returns Overview

1 Month
+1.83%
3 Months
+10.08%
6 Months
+6.21%
YTD
+14.14%
1 Year
+20.70%
3 Years (annualized)
+15.90%
5 Years (annualized)
+6.73%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ARGFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+14.14%
Peer Avg (YTD)
+15.20%
vs Peers
-1.06%

ARGFX Mutual Fund Performance

ARGFX performance across multiple time periods: 1-month 1.83%, YTD 14.14%, 1-year 20.70%, 3-year 15.90%, 5-year 6.73%, 10-year 10.26%.

ARGFX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

ARGFX vs another fund shows side-by-side returns. ARGFX alternatives are available in the Mutual Fund Screener.